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Import Customers With QuickBooks Online
Import Customers With QuickBooks Online

Connecting your customer info with Quickbooks Online

Support avatar
Written by Support
Updated over a week ago

Importing your customer info through a Quickbooks Online connection is the most common way to use PoolBrain and it's as easy as signing into your account.

You only need to do this once.

STEP 1 -Click on the "CUSTOMERS" tab on the left side of the screen to bring up the import options (you can also do this from the settings section). 

pool company software - customer import


pool company software - quickbooks online import

STEP 3 - A QuickBooks (Intuit) sign-in window will appear. 

Enter the same username and password that you would normally use to sign-in to your Quickbooks Online account for you company.

pool company software - quickbooks sign in

Follow any additional prompts given and your customer information will begin to sync with PoolBrain right away. The syncing process typically takes less than 5 minutes and you'll need to refresh the page to see the customer data.  

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